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Professional Services

From pitch to project, nothing dropped.

We help consultancies, agencies and service firms unify their operations, bringing clarity from the first meeting to the final deliverable.

Talk to a Solutions Lead
  • Sales, delivery and accounts on one record
  • Hours, milestones and margin tracked
  • Quote to cash, connected

Your CRM can’t
stop at the close.

In professional services, disconnected tools and handoffs create delays, confusion and dropped deliverables.

Your revenue is tied to execution. We help close the gap.

Leaks
3
Manual handoffs
5
CRM covers
Lead → WonLead → Renewal
  1. Lead
  2. Proposal
  3. Won
  4. Leak 172%

    of firms say client onboarding is inconsistent

    With CloudForged: Sealed

    The same onboarding playbook for every client, created on close

  5. Onboarding
  6. Leak 21 in 3

    engagements misses key communication milestones

    With CloudForged: Sealed

    Milestone updates sent to the client automatically

  7. Delivery
  8. Leak 340%

    of billable hours go untracked in siloed systems

    With CloudForged: Sealed

    Hours logged against the project, from anywhere

  9. Invoice
  10. Renewal
Playbook snapshotManual handoffsAn automated lead-to-project flow
  1. Deal notes emailed to deliveryWith CloudForged: Pre-sale form data passed to delivery
  2. Project rebuilt by hand in another toolWith CloudForged: Project plan created the moment the deal closes
  3. Client updates when someone remembersWith CloudForged: Milestone updates sent on their own
  4. Timesheets chased every FridayWith CloudForged: Hours logged against the project
  5. Invoices pieced together from spreadsheetsWith CloudForged: Invoices built from approved hours

One Client, One Record

Forge alignment
across teams.

Sales, delivery and account management work from the same client record. Each handoff happens on its own, so nobody re-asks the client what they already told you.

Point at a team to see its side of the story.

Sales

Pitch to signature
  • Custom pipelines for proposals, retainers and RFPs
  • Forecasts based on deal type and delivery readiness
  • Pre-sale forms and data passed automatically to delivery teams

Delivery

Kickoff to sign-off
  • Milestones tied to Salesforce objects or projects
  • Auto-create project plans when deals close
  • Role-based dashboards for active clients and priorities

Account Management

Every year after
  • Single client record with linked contracts, tasks and renewals
  • Automated check-ins and satisfaction tracking
  • Visibility into client value and lifetime engagement
Brightline HealthOne client record, every team
  • Opportunity
  • Pre-sale form
  • Project plan
  • Milestones
  • Contract
  • Check-ins
  • Lifetime value

What CloudForged Builds

Built for firms that
sell their expertise.

Six building blocks we put together for consultancies, agencies and service firms. Most clients start with two or three and add the rest as they grow.

  • 01

    Salesforce Implementation

    Sales Cloud set up around how you sell, staff and deliver, from the first account to the final invoice.

  • 02

    Process Automation

    Closing a deal kicks off the work: tasks, kickoff emails and access requests create themselves.

  • 03

    Dashboards & Reporting

    Pipeline, utilization and margin, in dashboards each role actually opens.

  • 04

    Quote to Cash

    Quotes, discount approvals, e-signature and invoices in one flow, so cash follows the work.

  • 05

    Client Portals

    A portal where clients check status, approve milestones and share files without an email thread.

  • 06

    Integrations

    Your PSA, accounting and Slack connected, so nobody re-keys a timesheet or an invoice.

Visibility

Visibility that
drives revenue.

From pitch velocity to project margin, we surface the data that matters, in dashboards your partners, practice leads and project managers actually open.

Pick a practice, or point at anyone’s week.

Northpoint · Practice dashboardLast six months · updated as work is logged

Forecast vs. actual

Track forecast vs. actual revenue by team, client or contract
Actual
$3.78M
Forecast
$3.77M
Of forecast
100.5%
Top three by
  1. Engineering$1.56M
  2. Strategy$1.22M
  3. Design$998K

Utilization

View utilization and workload by consultant or project82%average
SP
DL
JW
MO
RM
PR

Project health

Get instant access to project health and delivery status
  • Brand & web relaunchBrightline HealthOn track
  • Data platformNorthwindWatch
  • App redesignOrbit LabsAt risk
  • Advisory retainerHarbor & PineOn track

Renewals & expansion

See renewal, expansion or upsell opportunities in real time

$920Kup for renewal in the next 90 days

  • Harbor & PineOct 30$216K90%
  • Orbit LabsNov 6$150K75%
  • NorthwindDec 2$180K65%
  • Brightline Health asked about Phase 2
  • Northwind usage up 30% this quarter

Flexible Support

Flexible support
that grows with you.

Your firm doesn’t stand still: new offerings, new hires, the occasional acquisition. Our support flexes with it, from day-to-day admin help to a roadmap for what comes next.

01

Fractional admin or architect support

Senior Salesforce hands when you need them, without adding a full-time hire.

02

Department-based onboarding and training

Each team learns the system through its own work, not a generic demo.

03

Quarterly optimization cycles

Every quarter we review how the system is used and refine what slows people down.

04

Roadmapping for new offerings or M&A roll-ins

Plan the system changes before a new service line launches or an acquired team joins.

Ready to Deliver
Without the Drag?

Let’s bring clarity and momentum to your entire client lifecycle.

Talk to Our TeamSchedule a Systems Audit